Using the Research Agent (AI-Generated Field) (Beta)

The Research Agent allows you to automate data entry and verify information directly within your workflow in Salesforce and the Spotlight.ai web app.

1. Generating Content

Once an AI-Generated field is created, it integrates into your interface:

The Research Agent Icon: Look for the Research Agent icon next to the field. Click it to run the predefined prompt; the AI will automatically populate the field with a generated response.

Spotlight.ai question with an AI-Generated field assigned to

The Evidence Icon: Located next to the Research Agent icon, this opens the chat history to show exactly where the information was sourced, including specific web resources (will appear after generating an initial response).

Click the evidence icon to view the specific sources and chat history for a generated response.

2. Refining the Response

If the initial result needs adjustment, click the Research Agent icon again to open the Research Agent chat.

The chat interface allows you to refine results by giving the Research Agent specific instructions.

You can converse with the agent to expand, shorten, or change the tone of the response.

Choose to Replace or Merge the response into your field, or Regenerate to start over.

Once you are satisfied, use the following actions:

Replace: Overwrites the current field content with the new response.
Merge: Adds the new response to the top of the existing text in the field.
Regenerate: Clears the chat history and restarts the prompt for a fresh result.

3. Verifying Information with Sources

Transparency is built into every response. To ensure accuracy:

Select the Sources option within any generated response.
A panel will open listing the specific websites and references used.
Use these links to manually validate the data and ensure full confidence in your records.

Open Sources to view the references used to generate the response. — The Sources panel provides direct links to the websites used to verify the information.

Best Practices for AI Fields

Be Specific: If the AI is missing the mark, use the chat to give it more context (e.g., "Summarize this in bullet points" or "Focus on the financial data").
Verify High-Stakes Data: Use the Sources panel to double-check dates, figures, or legal names before finalizing the field.
Use Merge for Logs: The Merge function is excellent for maintaining a running history of updates within a single field.